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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,210 | $99,011-39.2% | $86,582-30.5% | $147,586-59.2% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 7.19% | 1312.75%-1305.6pp | 965.08%-957.9pp | 578.59%-571.4pp |
| Employer contribution / active EE | $601 | $3,132-80.8% | $2,839-78.8% | $4,876-87.7% |
| Participant deferral / active EE | $2,329 | $3,972-41.4% | $3,609-35.5% | $5,439-57.2% |
| Admin fee / account holder | $12,771 | $5,709+123.7% | $4,904+160.4% | $10,886+17.3% |